Weaver Consulting Group- Financial Advisor Huntington Beach, CA

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About Weaver Consulting Group

Weaver Consulting Group is a family business led by CRPC-Certified Advisors, Jason and Travis Weaver. Our advisors offer 20+ years of experience creating customized solutions for every kind of retirement dream , from early retirement to unretirement and every phase of the market cycle

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

CRD#

2809696

Firm CRD#

287895

Name of Broker/Dealer

Purshe Kaplan Sterling

Name of Custodial Firm

Fidelity Investments

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Insurance Products & Annuities, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

1,000,000,000

Compensation and Fees

Compensation Methods

Based on Assets

Disclosures

https://weaverconsultinggroup.com/disclosure/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893001/paladinregistry-Weaver-Consulting-Group-detailed-disclosure.html

Disclaimer

Weaver or the Firm) is an SEC registered investment adviser located in the State of California. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Weavers registration status, please consult the SECs Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Information Weavers website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Weavers website on the internet should not be construed by any consumer and/or prospective client as Weavers solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Weaver.

Paladin Advisors

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Weaver Consulting Group